Senior Operations Executive

Talent Corner Hr Services; Mumbai Suburban; On-site; INR 300,000 - 420,000; Full time

Job summary

Talent Corner Hr Services in Mumbai Suburban is seeking a Client Onboarding Specialist to manage client onboarding, KYC, and registration across platforms. You will ensure accurate processing and timely activation of new accounts.

You will verify client details, maintain data in CRM and MIS, coordinate with product teams, and support post-onboarding activities including maintenance of records and transaction processing.

Qualifications

• Experience with client onboarding processes and documentation workflows.
• Familiarity with KYC norms and registration forms.
• Ability to maintain MIS, audit trails, and client data records.

Responsibilities

• Handle client onboarding documentation including KYC and client registration forms.
• Ensure accurate and timely completion of client onboarding.
• Set up client profiles on platforms (MFU, NSE) and verify information.

Skills

Onboarding

KYC

Documentation

MIS reporting

CRM usage

Account opening

Platform setup

Education

NISM VD

NISM XXVB

Tools

MFU

NSE

CRM software

Job description

This role requires completion of NISM VD & NISM XXVB before joining date.

Job Description:

• Handle client onboarding documentation including KYC and client registration forms.
• Ensure accurate and timely completion of client onboarding.
• Set up client profiles on various platforms (MFU, NSE).
• Verify client information and ensure compliance with onboarding documentation requirements.
• Facilitate account opening for various assets such as Stocks, PMS, International Platforms, Bonds, FDs, and other investment products.
• Set up and check implementation platform accounts
• Coordinate with product management teams and providers for account opening and activation.
• Process financial and non-financial transactions (Purchase, redemptions , switches, etc.) accurately, with zero errors.
• Set up and manage daily transaction processing with client communication and coordination.
• Perform post-transaction checks and maintain MIS and audit trails.
• Ensure new clients login credentials activation and platform access.
• Maintain client masters, databases, CRM, KYC, and other data in internal systems.
• Daily update of portfolio data across asset classes for clients and maintain proper documentation.
• Service client portfolio reporting needs, investment and tax reporting needs and other related requirements with quality and timeliness
• Regular AUM reconciliation for quality portfolio data
• Support compliance requirements on an ongoing basis including new SEBI IA documentation requirements and reporting. Ensure adherence to internal SOPs and assist in periodic updates of Standard Operating Procedures.